Questions tagged [notes]

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18 views

While converting classic notes to Lightning enhanced Content Notes getting UNSAFE_HTML_CONTENT error on versionData field.!

We are migrating from Classic to Lightning, In this process we are converting classic Notes to Lightning supported Note (ContentVersion). We have a batch which does this job, getting below error: ...
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1answer
19 views

Inserting of Notes using Workbench

When I try to insert a note using Workbench, I get the following error: "UNKNOWN ERROR: Too many object types to load: 146." with the following fields rendered: Body IsPrivate OwnerID ParentID If I ...
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1answer
41 views

Export and Import of Salesforce Files and Notes from one production org to another production org

I have completed a data export of an org we acquired through the following steps: In Setup, navigate to Data Management | Data Export Click on either Export Now or Schedule Export button, whichever ...
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2answers
47 views

Trying to prevent deletion of a Note with a before delete trigger. Below code is not working [closed]

Please find the below code: trigger DeleteNote on Note (before delete) { for(Note N : trigger.old){ if(Trigger.isDelete){ N.adderror('Note Cannot be deleted'); } ...
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1answer
51 views

Notes. Mass Upload. Hitting some limit and getting “Note can't be saved”

I'm doing data migration and need to upload ~500k Notes. 192k Notes were uploaded and now I'm getting Note can't be saved error via API and Note contains characters that can't be saved when trying to ...
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1answer
20 views

How to attach files related to SObject in the LEX Email composer?

At the moment, it is not possible to use files attached to an SObject under the Notes and Attachment (through the Attachment API) in the LEX Email composer. The need to download these files and re-...
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13 views

Add New Note Global Action to Outlook Sidebar - Not working

I have created a global action to add a note, but I can't seem to add it to the Outlook page layout. Pretty much, I want to be able to take an email that I receive, click on add note, and have it ...
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1answer
37 views

Is it possible to add a mass quick action/button to Account listview to create a Note?

I created a new quick action to Add a Note on the Account object, but even though I go to the Search layout/List this action is not available there. Is it possible to do this? I would like to select ...
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1answer
29 views

Note related list on Account does not show any input

I try to find the object for the Note related list on Account (NOT the notes and attachments list!). We have input in Notes, but when I query on the standard object Note no data is shown. Where can I ...
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2answers
446 views

“Note can't be saved” error on ContentNote insert

I'm trying to create ContentNote records from Note ones but it's always giving me this particular error: FATAL_ERROR System.UnexpectedException: Note can't be saved Code: List<Note> noteLIST ...
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73 views

Permission missing for creating Notes in Lightning Experience

I have a custom link to redirect the user to create a new note. In Salesforce classic, the custom link works and the user is able to create a note. When I switch to Lightning Experience and click the ...
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31 views

Notes and Attachment Issues

I have a Custom Object record that I went ahead and added an image attachment to and I also created a note related to that user. I am having two problems: 1) I tried using this solution in the dev ...
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136 views

open note dialog from lightning component

is there any way to pop open the standard notes dialog from a custom lightning component? to explain: all the salesforce standard components open notes in a dialog at the bottom right of the screen....
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23 views

Unable to view the complete PDF document in salesforce classic Preview and Lightning Quick View

We have PDF document attached in the Opportunity notes and attachment section in salesforce. When we click on Preview in salesforce classic it wont show us Page 5 and 6 of the PDF. Similarly, In ...
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1answer
40 views

Possible to Prevent Users from Deleting Their Own Notes

I have enabled Notes from "Note Settings" and am using them with Accounts I understand that access to notes is controlled by access to the associated object/record, and sharing settings for the note. ...
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34 views

Partner portal user unable to see notes created by Salesforce users on leads

Leads have been passed from Salesforce users to Partner portal user but Partner portal users with Partner community license are unable to see notes created by Salesforce users on the lead however ...
2
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1answer
39 views

How to verify in APEX if the organization has notes enabled?

To be more specific, I am talking about the 'new' notes introduced with the Summer '15 release link Would it be enough to verify if ContentNote is available by using: Boolean isNotesEnabled = ...
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1answer
208 views

Magic Mover Conversion Tool

I installed the Magic Mover conversion tool. We're looking to convert in sandboxes first then convert our production environment. I tested 1 record in our partial sandbox. Magic mover worked just fine....
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1answer
168 views

How to remove “Add to records(Add notes to records)” from Notes in lightning?

Is there a way to restrict adding a Note to different records through "Add to Records" standard button on Notes in lightning?
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1answer
96 views

Exporting Related Object Records - Bulk Api / DataLoader

I am looking to export only case comments and notes related to particular standard and custom objects. Ex: All CaseComments for cases of a particular record type. All notes for a custom object with a ...
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2answers
108 views

Custom exception on Enhanced Notes

I need to write a trigger on a Enhanced Notes ( which are stored as ContentNote records ). I need to match a certain text in the note body and then show the custom exception on the note component ...
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1answer
65 views

When converting Classic Notes to Enhanced Notes — what object do the Converted Classic Notes live on?

I can't find them on ContentVersion or ContentDocument. If I create a NEW Enhanced Note, those live on ContentNote. But what about the converted ones? They are no longer on the Note object either.
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2answers
277 views

Content Notes from CSV not uploading via Data Loader

We are attempting to upload a CSV containing local drive links to text files and html files. We want these to become "Content Notes". Data Loader keeps throwing errors when we attempt to upload (see ...
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1answer
438 views

Data Loader not exporting notes despite records in system

While we are able to export other objects, and can see Notes in the system under Contact records, Data Loader exports only headers and no records under Export All. We are using the "Notes" and "Files" ...
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272 views

Notes and Attachments permissions

I thought the standard "notes and attachments" section inherited the permissions from the object its under. For instance, I have "Create" permission attributed to the Account object and I have able to ...
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1answer
1k views

What's the difference between “Files” and “Notes & Attachments” related Lists? [duplicate]

What's the difference between "Files" and "Notes & Attachments" related Lists? They seem to be a carbon copy of each other whenever I upload a file to one or the other.
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2answers
780 views

ContentNote not inserting

I am trying to insert a new ContentNote and link it to an opportunity with ContentDocumentLink. However, after inserting the content note, the ID returns as NULL, so referencing it in the ...
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2answers
2k views

Error with ContentDocumentLink insert

I am receiving this error when I try to create a Note and inserting it to an opportunity. The opportunity is valid and there is no documentation of requiring the field, "document" for ...
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1answer
133 views

How can I add a free form text field to the contact details page

I'd like to have a text field maybe 80x8 characters on the Contacts page just to make quick notes without having to go to the related tab and create a note. Do other people have this need, and if so, ...
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83 views

Partner Community User to see Notes RL

I am trying to show the Notes Related List on community page for a user having Partner Community user license, but its not coming up. Also, I want to add notes from community which I want to share ...
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1answer
249 views

ContentNote not showing correctly

I'm linking a ContentNote to a Lead object, but the notes that i've been making are showing symbols like "��br��z{^�Ʃx{f" instead of what is provided in the post call to the api. Any ideas on why ...
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0answers
54 views

How to restrict specific profiles to create note

I need to restrict users with a specific profile to create Note in Salesforce for under lead object. I know that Note object will inherit access level from parent Lead. I need lead to be accessible ...
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1answer
213 views

How to create report for Notes object content?

I have a requirement in which client needs monthly data of all the notes related to every lead . This result in huge data which I am doing manuallly now. I query data from workbench and prepare ...
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0answers
232 views

How to show error msg in ContentNote?

I want to show error msg whenever notes get created without attaching to any records. As trigger on ContentNote is not available I've written Trigger on ContentDocumentLink, but I am not able to show ...
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2answers
686 views

Notes and attachment in Winter'18 release

In winter'18 Notes & Attachments related list will no longer have an Upload File button. In my application, I am inserting the attachment using apex code. I just want to confirm if we can still ...
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2answers
159 views

Assigning owner to ContentNotes

I am trying to assign the OwnerId to ContentNote (Notes) using Data Loader on new inserts, however I get the following error: Documents in a user's private library must always be owned by that user....
17
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1answer
1k views

Lightning Components: how to invoke “New Note” panel from custom components?

On the Standard-Related-List "Notes" there is a New Button. This New Button opens a Panel on the bottom of the screen like this: How can I invoke the opening of this "New Note" Panel? I've tried so ...
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1answer
26 views

How do I change the default on opportunity Notes and Attachments to be NOT private?

opportunity notes and attachments are always set to private by default but Users wanted it be made public by default.
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1answer
1k views

'Unexpected syntax: 'mismatch input 'insert' expecting RCURLY' on apex test class for trigger

I have a simple Apex trigger I'm trying to write a test for, but I get the error in the title when trying to save (error is at line 15 'insert n;'). I don't get this error in the line that inserts the ...
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1answer
79 views

Trigger to copy notes body (text) to Lead field

My org has a 3rd party app where Users can submit Leads through an app on their iPad, one issue though is that the app inserts one field as a Note attached to the Lead, rather than as text filled into ...
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1answer
110 views

ParentId field is not visible on Note sobject

ERROR: variable ParentID does not Exist on running the following lines Note n = new Note(); try { n.ParentId='a017F0000015hib'; n.Body=note; n.Title='New Note'; ...
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1answer
320 views

Access to Notes & Attachments for users on a different account

I would like to give access to attachments on one account to users on a different account. The users have Customer Community User profile, as far as I have tried manual sharing isn't possible. Is ...
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1answer
850 views

Create a Note in Lightning Experience

I enabled the Note tool in my Org and I added the relative related lists in Objects Layout. The problem is when I switch in Lightning Experience I can't take the note but only attach file. How Can I ...
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1answer
6 views

Unable to attach call logs for opportunity with out ownership access

Hi friends in my organisation org-wide defaults for opportunity is Private. But some users have acess view all opportunities,read access and create access. But if they want to attach calls they need ...
4
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1answer
1k views

Notes is not visible in utility bar

Recently i started enabling lightning for an instance, in the process came through utility bar which helps us a lot for easy navigation. But ran into a problem when i try to add Notes component which ...
3
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1answer
1k views

How can we give permission to profile user's to delete the notes and attachments?

I am stuck in a scenario in which I want to give access to the profile user's to delete the note and attachment. As I know, To delete a note or attachment, you must be the owner of the note or ...
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2answers
277 views

Migration problem with “Notes & Attachment” in Salesforce

I have created a new SF org & successfully moved all data EXCEPT notes & attachment. From the previous org, I have Attachments folder & Attachment.csv file exported. When I am trying to ...
4
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2answers
1k views

Lightning - Notes

From the lightning experience trailhead I read that it is possible to associate one note to multiple records "You can even relate a note to multiple records" https://trailhead.salesforce.com/en/...
2
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1answer
2k views

New Notes (ContentNote) Note Sharing Settings via Trigger

Is it possible to manipulate note sharing settings in a trigger? (after insert) I wanted to set a default specific set of users whenever a new note is created. I've tried searching everywhere to no ...
0
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1answer
512 views

Why note & attachment object is not displayed in schema builder

I am trying to create ER diagram and don't see note & attachment object. Is it just me or these object are really not available on schema builder or are they available with different names?